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How can you clarify expectations and boundaries in a coaching agreement?

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As a business coach, you want to establish a clear and professional relationship with your clients from the start. A coaching agreement is a document that outlines the scope, goals, roles, responsibilities, and boundaries of your coaching services. It helps you and your clients to align on the expectations and outcomes of the coaching process, and to avoid misunderstandings or conflicts later on. In this article, we will explore how you can clarify expectations and boundaries in a coaching agreement, and why it is important to do so.

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1 Why clarify expectations and boundaries?

Clarifying expectations and boundaries is not only a good practice, but also an ethical obligation for coaches. According to the International Coaching Federation (ICF), one of the core competencies of coaching is to establish a coaching agreement with the client that reflects the desired outcomes, measures, and indicators of success. By doing so, you demonstrate respect, honesty, and professionalism towards your clients, and you set the foundation for a trusting and collaborative relationship. You also protect yourself from potential legal or ethical issues that may arise from unclear or ambiguous terms.

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Nedra Rezinas

Marketing Strategist and Award-Winning Certified Coach and Consultant for Service Based Businesses Who Want to Market Authentically
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I was speaking about setting boundaries with another colleague this morning. Here's some suggestions to help: -Reduces frustration Setting expectations - it's vital to outline what services you are providing and clarify as much as possible so your clients know exactly what you deliver. - Demonstrates professionalism When someone sets a boundary on how they will work with them, it helps build trust and respect. -Deliver high quality services Be clear about how much time and energy you will spend with your client. This ensures your clients that you are time-aware and they are getting the most out of working with you.

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2 What to include in a coaching agreement?

A coaching agreement should cover the essential aspects of your coaching services, such as the purpose and objectives of the coaching relationship and how they align with the client's vision, values, and goals. It should also include information on the duration, frequency, and mode of the coaching sessions, as well as fees, payment methods, and refund policies. Additionally, the roles and responsibilities of both the coach and client should be outlined, including how they will communicate, provide feedback, and handle confidentiality and privacy issues. Moreover, boundaries and limitations of your coaching services should be discussed, as well as evaluation and termination criteria for the relationship. Finally, it should detail how you will measure and celebrate progress and results.

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3 How to communicate the coaching agreement?

A coaching agreement should be communicated in a clear, concise, and respectful manner, and preferably in writing. You can use a template or a checklist to create your coaching agreement, or customize it according to your niche, style, and preferences. It’s important to share the agreement with your client before the first session and discuss it during the session. Make sure to address any questions, concerns, or objections that your client may have about the agreement and negotiate or revise any points that need clarification or adjustment. At the end of the session, confirm the agreement with your client and thank them for their commitment and trust. Throughout the coaching process, refer to the agreement and remind your client of the expectations and boundaries that you have agreed upon.

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Eli Harari

"The Thinking Coach" - The Life Coach For Professionals
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Equating expectations is essential to avoid problems I practice that regularly and whoever follows my cue seems to forage a new path to success

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4 How to enforce the coaching agreement?

Enforcing a coaching agreement is essential for both you and your client to remain accountable. Monitor and track the progress and results of your coaching sessions, and provide regular feedback. Respect the time, energy, and resources invested in the relationship, and avoid distractions, interruptions, or cancellations that are not justified or agreed upon. Communicate any issues or challenges that may arise, and seek solutions that are mutually beneficial and respectful. Follow ethical and professional standards of your coaching association or certification, and report or resolve any breaches or complaints that may occur. Finally, celebrate the achievements and successes of your coaching relationship, and provide support and guidance for the next steps or goals.

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Rob Negerman

Data visualist, business owner/founder, aspiring coloured pencil artist, men's health & wellbeing advocate, & highly interested in personal fulfilment.
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Anything you don't enforce essentially becomes the new boundary, over-riding whatever was previously in the agreement. And it potentially reflects a vulnerability in your coaching.

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5 How to benefit from the coaching agreement?

A coaching agreement is not only a tool, but also an opportunity to enhance your coaching skills and services. By clarifying expectations and boundaries in a coaching agreement, you can create a clear and consistent brand, build strong and trusting relationships with your clients, deliver high-quality and impactful services, develop your professional and personal growth as a coach, and enjoy and fulfill your passion and purpose as a coach. All of these benefits will help you attract and retain ideal clients, increase their satisfaction and loyalty, help them achieve desired outcomes, learn from your experiences and feedback, and make a positive difference in their lives.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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How can you clarify expectations and boundaries in a coaching agreement?

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1 Why clarify expectations and boundaries?

2 What to include in a coaching agreement?

3 How to communicate the coaching agreement?

4 How to enforce the coaching agreement?

5 How to benefit from the coaching agreement?

6 Here’s what else to consider

Business Coaching

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How can you clarify expectations and boundaries in a coaching agreement?

1

2

3

4

5

6

1 Why clarify expectations and boundaries?

2 What to include in a coaching agreement?

3 How to communicate the coaching agreement?

4 How to enforce the coaching agreement?

5 How to benefit from the coaching agreement?

6 Here’s what else to consider

Business Coaching

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